Solutions Engineer

• Build rapport and maintain deep relationships with affiliated financial professionals (“FPs”) and their HNW clients/investors.
• Influence FPs to lead with a formal Financial Plan to better serve affluent investors.
• Host and conduct discovery, facilitate data entry for analysis, provide commentary, and make recommendations.
• Provide effective and concise communication of financial concepts to FPs and their investors.
• Respond timely to inbound FPs requests for help to maintain service level agreements, assess urgency and impact, then prioritize and re-prioritize tasks, as required.
• Proactively initiate verbal and written outbound correspondence to initiate new business development to grow assets under management.
• Serve as a liaison to various internal departments and product specialists (e.g., advisory, annuity, insurance, and alternative-solutions) to help ensure concerted accomplishments.
• Honor promises to FPs, follow through on commitments to internal stakeholders, be receptive to constructive dialogue to drive positive change, and learn from others, including the Senior APT Consultants.
• Aspire to servant leadership, focus on continuous self-improvement, and challenge the status quo.
• Build strong relationships with our affiliated advisors, APT teammates, internal business partners, and specialists by fostering collaboration.
• Follow up with fellow APT members to ensure that all advisor requests and issues are promptly addressed, and interaction details are properly documented and shared internally.
• Monitor work to ensure compliance with goals and standards.
• Other duties as assigned.

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